The Financial Planning Association of Australia The Financial Planning Association of Australia

Robert Nicolson, CFP®


Name Robert Nicolson, CFP®
Company Charter Financial Planning Limited
Address Suite 26, Charter Financial Planning
The Broadwalk Arcade
458-470 High St
Penrith, NSW 2750
Phone 02 47226225

Bob joined the industry in 1985 as an insurance adviser with National Mutual (now part of the AMP Group). He has completed numerous industry based training courses, including the Diploma in Financial Planning. In January 1999 Bob joined the Financial Planning Association Ltd and after completing the diploma in 2001, the FPA approved his application to become a Certified Financial Planner. Bob is an authorised representative of Charter Financial Planning Ltd operating his own practice as part of the Pinnacle Advisory Services Group. He services the needs of his clients in both the Penrith and Wollongong areas.

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